Wenning Investments, LLC

Overview

Wenning Investments, LLC is a small, owner-operated advisory firm organized as a limited liability company that focuses on portfolio management for individuals, families and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and manages discretionary mandates. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The practice appears to be run as an individual-owned advisory business rather than as part of a multi-adviser network.

Assets & Accounts

Investments & Alternatives